263 results found
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At-a-glance comparative to prior year's Tax Return
It would be massively useful to all practices to have a simple report/document that compares the Tax Return data to the last year so you can have an at-a-glance comparative. This will allow an effective review once the Return is completed, as well as helping to complete the preparation.
We currently keep track of all of the above on a paper template and I had hoped to use Return Review as a digital alternative, however I do not believe it is as useful as we hoped.
Return Review does what we need in part, but much of what is produced…
46 votes -
Working papers - Functionality of moving/preparing working papers
It would be helpful if the working papers module allowed you to drag and drop working papers rather than having to use the 'move up/down' buttons. It would also be useful if we could highlight multiple papers at once and move in bulk. Additionally, if the software allowed us to mark several working papers as 'prepared' in one go, this would save a lot of time. Many thanks
40 votes -
Ability to convert accounts prepared in foreign currency
To provide the ability to prepare the corporation tax computation in foreign currencies.
36 votes -
File Maintenance back button
A back button on file maintenance would be useful instead of having to access it again from the file menu each time.
34 votes -
Have a simple button to file the submission report for the personal tax return into the document centre
It is a bit long winded to end up with a copy of the DTA or the submission report in DM when using personal tax. There is the option when either are open to create a PDF, open in word, print etc and it would be great if there was another option to file in the document centre. At the moment you have to go through several steps to get a copy into DM which seems not necessary as you are in CCH when you open it.
32 votes -
Permit additional file types to be used as document templates
CCH does not currently suport macro enabled excel templates to be stored within DM. Please extend the system to allow these,
32 votes -
Improve polling for accounts submitted to Companies House
We can see when accounts have been accepted by Companies House by checking Companies House, however CCH submissions database will still show as pending even if something has been submitted days/weeks ago. When you click on the blue pending hyperlink within the database it will then tell you it is accepted and change the blue pending hyperlink to 'Accepted'. When the database does it's polling can this field be updated so that it shows the correct position without having to manually update it.
30 votes -
Allow Document Management templates to use Tables and Filters
At present any Excel templates in Document Management lose their Tables and Filters when a document is created. These are very useful features in Excel and we are likely to want to use DM to create working papers more and more. Particularly as Audit Automation is going to join Accounts Production in Central in the future.
At present these templates need to be kept outside of Central, which is not ideal.
29 votes -
Corporate Interest Restriction functionality to be added
Please can the software be upgraded to be able to deal with the Corporate Interest Restriction rules.
29 votes -
Allow the Step Type 'Workflow Launcher' to be available in all Workflow Types
Currently the Step Type 'Workflow Launcher' is not available within Assignment driven Workflows, It is available in every other type of workflow except Assignment and Practice Managerment. By enabling another workflow to be launched within Assignment Workflows, this can improve communcation and interaction between departments and help with a smoother running of a practice.
29 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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pdf individual documents
It would be great to have a PDF button (like the one in the bills screen) where you can select an document press PDF and it converts to a PDF for you. the current process is to save as to a location and upload back to the document centre
28 votes -
Invoice date
We often draft invoices in advance of posting the invoice and can forget to change the invoice date when posting it. Could it be possible to be asked to change the invoice date to today's date on posting the invoice?
27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Ability to edit an associated relationship
Having the ability to edit the type of relationship a record has with another record on the associated page.
For example: Some users have incorrectly set up a relationship, they have chosen 'has mailing contact' where as it should be 'is mailing contact'. Having the ability to edit this would be useful because when the associated record has one click access the relationship cannot be deleted.27 votesThanks for taking the time to add this to UserVoice.
I will leave your suggestion on here in order to gauge the amount of support for it.
Evan Jones
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Foreign Tax Credit Relief
It would be useful for the software to restrict the foreign tax entered down to the treaty rate. At present there is no restriction applied by the software so you have to manually restrict in order to get the correct result.
26 votes -
Ability to view users logged into the application at any given point in time
Sometimes a backup may need to be done during the day due to some planned activity. I need to be able to see who is logged in to get them out. All communication may have been sent out, some users may not remember and still be entering data. Then if a restore has to be done they would have lost any work entered during that time.
25 votesGiven that the software is on-premise and hosted in your local environment, it is not possible for the software to recognise active users.
This will be considered as part of the development of our cloud solution.
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Improve the range of CT Reporting fields
HMRC do not provide the full UTR number in their confirmation emails anymore so we need a report for us to map which companies CT returns have been submitted and the date they have been accepted.
Add Reporting fields to assist: "Status last changed date" and "Status last changed by"
24 votes -
By enabling users to be able to sign off more than once document at a time
It would be incredible helpful to be able sign off/review more than one document at a time. The signing off of documents individually is one of the most time consuming aspects of reviewing a file on CCH working papers.
24 votes -
View/preview a bill in Billing tab instead of viewing via pdf
In the billing tab, instead of viewing confirmed bills via pdf can we have a preview screen to save time opening every bii to find the one we need.
24 votes -
Reporting from Online Filing
It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.
23 votes -
Document Management
When uploading documents it would help massively if you could change the date at this point rather than having to go back into the clients record, then document and change it there. Its very time consuming.
23 votes
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